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Set up employees and payroll items

Set up health savings account (HSA) deductions and link them to a payroll vendor

Do the following to set up health savings account (HSA) deductions and link them to a payroll vendor for payment.
  1. Set up a vendor record for the client's HSA vendor in the
    Vendors
     screen, if one doesn’t already exist.
    • Make sure that
      Payroll Agent
       is selected in the
      Vendor type
       field in the
      Main
       tab.
    • In the
      Method
       field, select the payment preference you'll be using.
  2. Set up a payroll item (Deduction type) for the health savings account in the
    Payroll Items
     screen, if one doesn’t already exist.
    • Make sure that the client's HSA vendor is selected in the
      Agent
       dropdown list.
  3. In the
    Payroll Items
     tab of the
    Employees
     screen, mark the
    Active
     checkbox next to the HSA deduction item for that employee.
  4. Select the ellipsis next to the HSA deduction item to open the
    Employee Payroll Item Settings dialog
     to add any information, such as direct deposit allocations or limits.
note
  • If the client matches the employees' contributions to an HSA account, you can follow the preceding steps using a health savings account match employer contribution item.
  • Accounting CS doesn't allow multiple HSA deduction items for an employee to comply with IRS-mandated contribution limits and prevent excess contributions.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access
  • Subject: Payroll checks,Setup